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icono de IAT

iShares US Regional Banks ETF
IAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Goldman Sachs
1
Goldman Sachs
New York
USD 36 M +USD 35 M +1,039,534 Nuevas
Donaldson Capital Management
2
Donaldson Capital Management
Indiana
USD 15.1 M +USD 689 k +20,450 +5%
UBS
3
UBS
Switzerland
USD 9.04 M +USD 108 k +3,213 +1%
Martin & Co
4
Martin & Co
Tennessee
USD 7.27 M +USD 56.1 k +1,665 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
USD 6.84 M -USD 637 k -18,923 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 6.31 M -USD 48.4 k -1,436 -0.8%
Bank of America
7
Bank of America
North Carolina
USD 5.68 M -USD 154 k -4,582 -3%
New Century Advisors
8
New Century Advisors
Maryland
USD 5.27 M – – –
Wells Fargo
9
Wells Fargo
California
USD 5.04 M +USD 326 k +9,673 +7%
BTR Capital Management
10
BTR Capital Management
California
USD 4.91 M +USD 2.2 M +65,355 +86%
Oppenheimer & Co
11
Oppenheimer & Co
New York
USD 4.86 M +USD 11.8 k +349 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 4.84 M +USD 101 +3 +0%
BBVA USA Bancshares
13
BBVA USA Bancshares
Texas
USD 3.74 M +USD 1.24 M +36,923 +52%
North Star Investment Management
14
North Star Investment Management
Illinois
USD 3.47 M +USD 147 k +4,373 +5%
Old Second National Bank of Aurora
15
Old Second National Bank of Aurora
Illinois
USD 3.02 M -USD 16.1 k -477 -0.5%
Albion Financial Group
16
Albion Financial Group
Utah
USD 2.75 M -USD 10.9 k -323 -0.4%
Citigroup
17
Citigroup
New York
USD 2.24 M +USD 2.12 M +63,005 +4,145%
Stephens Inc
18
Stephens Inc
Arkansas
USD 2.14 M +USD 19.5 k +579 +0.9%
LPL Financial
19
LPL Financial
California
USD 1.86 M +USD 205 k +6,100 +13%
WealthTrust Fairport
20
WealthTrust Fairport
Ohio
USD 1.55 M +USD 138 k +4,101 +10%
SG Americas Securities
21
SG Americas Securities
New York
USD 1.31 M -USD 5.51 M -163,507 -81%
Pinnacle Financial Partners (Tennessee)
22
Pinnacle Financial Partners (Tennessee)
Tennessee
USD 1.18 M +USD 118 k +3,497 +11%
Cookson Peirce & Co
23
Cookson Peirce & Co
Pennsylvania
USD 1.02 M +USD 55.9 k +1,660 +6%
ICAS
24
Investors Capital Advisory Services
Massachusetts
USD 978 k -USD 28.6 k -848 -3%
St. Johns Investment Management
25
St. Johns Investment Management
Florida
USD 868 k +USD 74.8 k +2,222 +10%
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